Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,370 | $102,429+53.6% | $147,096+7.0% | $80,925+94.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.66% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $7,175 | $3,716+93.1% | $4,936+45.4% | $2,756+160.3% |
| Participant deferral / active EE | $11,998 | $6,649+80.5% | $8,071+48.7% | $4,299+179.1% |
| Admin fee / account holder | $42,357 | $7,957+432.3% | $13,005+225.7% | $6,940+510.3% |